AMD’s (AMD) 2025 Financial Analyst Day highlighted strong long-term targets above market expectations, supported by anticipated Datacenter growth in AI GPUs and CPUs, Goldman Sachs analyst James Schneider tells investors in a research note. While progress in Datacenter GPUs and CPUs remains solid, the firm keeps a Neutral rating and $210 price target on the shares given reliance on the OpenAI deal and execution uncertainty.
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